Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689B
AUM Growth
+$64.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,716
New
Increased
Reduced
Closed

Top Buys

1 +$4.91B
2 +$2.25B
3 +$747M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$647M
5
MBB icon
iShares MBS ETF
MBB
+$581M

Top Sells

1 +$1.66B
2 +$1.02B
3 +$900M
4
JPM icon
JPMorgan Chase
JPM
+$613M
5
GOTU icon
Gaotu Techedu
GOTU
+$528M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.2%
3 Financials 7.1%
4 Consumer Discretionary 6.6%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$61.8M 0.01%
2,831,035
+30,931
902
$61.7M 0.01%
768,806
-69,423
903
$61.4M 0.01%
1,401,057
+236,170
904
$60.9M 0.01%
4,586,580
+10,608
905
$60.9M 0.01%
2,855,233
+163,082
906
$60.8M 0.01%
668,970
+17,139
907
$60.8M 0.01%
354,376
-95,087
908
$60.7M 0.01%
1,974,874
+107,037
909
$60.1M 0.01%
2,273,502
+106,242
910
$60.1M 0.01%
1,643,598
+3,859
911
$60M 0.01%
14,696
+5,038
912
$59.9M 0.01%
216,232
+61,344
913
$59.9M 0.01%
2,140,055
-482,149
914
$59.9M 0.01%
1,174,360
-467,220
915
$59.8M 0.01%
361,483
-44,274
916
$59.7M 0.01%
1,617,911
-12,698
917
$59.3M 0.01%
6,502,654
+185,584
918
$59.2M 0.01%
1,702,360
+116,074
919
$59.2M 0.01%
+235,683
920
$59.1M 0.01%
2,424,123
+539,523
921
$59M 0.01%
2,402,672
-445,927
922
$58.8M 0.01%
1,745,541
+24,110
923
$58.8M 0.01%
1,184,259
+343,900
924
$58.7M 0.01%
1,721,383
+138,119
925
$58.3M 0.01%
1,073,986
-317,580